Client Relations Coordinator

JOB DESCRIPTION

Job Title: Client Relations Coordinator

Job Category: Entry-Level

Position Type: Full-time EXEMPT

Travel Required: No

Brief Description

The position of Client Relations Coordinator (CRC) gives our clients one person to contact for all their potential needs. The CRC then directs the request to the appropriate person if it falls outside the scope of the CRC. The CRC is directly partnered with the Operations Manager to handle daily operations.

Tasks

· Field Service Engineer/Specialist scheduling

Generates schedules and job details for all field staff

Provide high-level administrative support to executives, including the Operations Manager, President, and Director of Engineering, ensuring seamless coordination of reliability services and scheduling field staff

Manages calendars, scheduling client meetings, training seminars, and field staff projects

Follow-up after the performed services

Coordinate logistics for field staff, including job details, travel, and equipment, to ensure everything is properly organized for the job to run smoothly and efficiently

Supports training seminars coordination

- Organize training seminars, handling event logistics, class registrations, venue coordination, and certification management

Manage and maintain third-party compliance requirements for clients

Collaborate with Accounting to support accurate and timely invoice generation for completed services

Purchase Order (PO) detail tracking and generation of invoices

· Inside Sales

Answer incoming phone calls and transfer to the appropriate individual

Initial handling of all inquiries regarding services

CRM management and data entry

Sales pipeline tracking

Sales reporting

Cross-department communication

Sales calls to people receiving marketing campaigns to see if they are interested

- Lead generation

- Cold / Warm lead calls

Report on marketing campaign analytics

Quotation generation, delivery, and follow-up.

Qualifications and Requirements

· Associate's Degree or equivalent experience

· 2 years’ experience performing a majority of the duties listed

• Bachelor’s Degree or equivalent experience desired
• 5 years’ experience performing all of the duties listed preferred
• Experience with KickServ scheduling software preferred
• Experience with Zoho CRM software preferred

Competencies

· Integrity – Job requires being honest and ethical

· Dependability – Job requires being reliable, responsible, dependable, and fulfilling obligations

· Attention to detail – Job requires being careful about detail and thorough in completing work tasks.

· Cooperation – Job requires being pleasant with others on the job and displaying a good-natured cooperative attitude.

· Independence – Job requires developing one’s own way of doing things, guiding oneself with little or no supervision, and depending on oneself to get things done.

Lines of Communication

The Client Relations Coordinator reports to the Operations Manager.

Working Conditions

The Client Relations Coordinator is required to perform all work at the Red Wolf office location. Hours are between 8 AM and 5 PM Monday through Friday. Any exceptions to this require approval from the Operations Manager.

Job Type: Full-time

Pay: $55,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Ability to Commute:

• Fort Collins, CO 80524 (Required)

Ability to Relocate:

• Fort Collins, CO 80524: Relocate before starting work (Required)

Work Location: In person

Salary : $55,000